Thomas Erb

Current Employers

Employment History

• 06/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Chagrin Falls, OH
• 11/2016 → 09/2022
  Wells Fargo Clearing Services, Llc
  Chagrin Falls, OH
• 09/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Beachwood, OH

Previous Registrations

• 2013-08-30 → 2022-09-23
  Wells Fargo Clearing Services, Llc
  Hudson, OH
  Chagrin Falls, OH
  Pepper Pike, OH

Other Businesses

SUCCESS EXPRESS ENERGY S CORP, NOT INVT RELATED, BENTLEYVILLE OH, 100% OWNERSHIP,, START 1/1/2011, 0 HRS PER MONTH AND DURING TRADING, LIABILITY PROTECTION OF ASSETS. NO DUTIES. LEGACY MARKETING, LLC; NOT INV RELATED; BAINBRIDGE, OH, 1% OWNERSHIP; START 5/12/2013;0 HRS PER MONTH AND DURING TRADING, NO DUTIES CHAGRIN FINANCIAL HOLDINGS INC., INV RELATED, BENTLEYVILLE, OH, 100% OWNERSHIP, START 4/1/2017, ZERO HOURS PER MONTH AND DURING TRADING, PASSIVE S CORP HOLDING COMPANY FOR TAX PURPOSES WELL PLANNED FINANCIAL LLC, INV RELATED, BENTLEYVILLE, OH, 100% OWNERSHIP, START 9/23/2022, 20 HRS/MONTH, 5 HRS DURING TRADING, FINET PRACTICE.; TRUSTEE FOR WELL PLANNED FINANCIAL LLC DBP 401K, INV RELATED, BEACHWOOD, OH, START: 6/1/2022, 10 HOURS A MONTH, 0 HOURS DURING TRADING, FINET PRACTICE 401K. PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, FOR INSURANCE BUSINESS.

Exams

• S66 Uniform Combined State Law Examination
  2013-08-30

Other Names

• Thomas C Erb
• Thomas Christopher Erb